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AACWX: American Century One Choice Blend+ 2040 Portfolio R Class (MUTUAL FUND)
Basic Info 9.72 0.02(0.21%) April 17
Asset Class: | EQUITY |
MyPlanIQ Rating: | (13%) |
Start Date: | 03/11/2021 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.55% |
Expenses | 0.23% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/11/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.4 | 1.1 | 9.2 | 0.0 | 0.8 | 14.2 | -16.6 | 6.6 |
Sharpe Ratio | NA | 0.83 | 0.92 | -0.1 | -0.06 | 1.06 | -1.04 | 0.93 |
Draw Down(%) | NA | 2.4 | 9.5 | 24.6 | 24.6 | 9.5 | 23.1 | 5.2 |
Standard Deviation(%) | NA | 8.0 | 8.6 | 12.4 | 12.3 | 9.5 | 17.3 | 8.8 |
Treynor Ratio | NA | 0.11 | 0.12 | -0.02 | -0.01 | 0.16 | -0.27 | 0.12 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.02 | -0.01 | -0.02 | -0.02 |
Beta | NA | 0.62 | 0.65 | 0.67 | 0.67 | 0.64 | 0.68 | 0.66 |
RSquared | NA | 0.85 | 0.83 | 0.92 | 0.92 | 0.85 | 0.95 | 0.89 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2021
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